Having joined Progeny in early 2021, Tom has been working in the profession since 2009 and has extensive experience providing holistic advice to professionals, senior managers, business owners and retirees. He advises on all aspects of personal finance including financial organisation, wealth creation, funding retirement and estate planning.
Tom’s process is outcome focussed, helping families to plan and then achieve and enjoy their ideal financial future. With a clear plan in place, Tom guides clients in the right direction to obtain clarity, peace of mind, financial security and future financial freedom.
He is committed to providing the same trusted, pro-active and reliable service to all of his clients. He spends a great deal of time acting as a sounding board for his client’s life decisions whilst helping to avoid common pitfalls within personal finance and wealth creation.
Tom holds the Personal Finance Society’s highest technical qualifications as both a Chartered Financial Planner and achieving Fellowship status (FPFS). Tom also holds several specialist qualifications including the CISI’s Certificate in Pension Transfers and Planning Advice and STEP’s Certificate for Financial Services in Trusts and Estate Planning; in addition he graduated with a 1st Class honours degree in Financial Planning.
Outside of work, Tom is a keen tennis player and enjoys travelling and visiting new places although spends most of his spare time walking his dog near his home in the Surrey countryside.